Stock Taper

ONEASCENT FINANCIAL SERVICES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY16.16K$930.99K
NuScale Power CorporationSMR17.34K$173.92K
Prologis, Inc.PLD18.09K$2.45M
MDU Resources Group, Inc.MDU18.21K$386.14K
Tesla, Inc.TSLA18.42K$7.75M
Verizon Communications Inc.VZ18.73K$792.78K
Wells Fargo & CompanyWFC19.84K$1.64M
Blackstone Inc.BX19.96K$2.35M
JPMorgan Chase & Co.JPM20.33K$6.65M
Exxon Mobil CorporationXOM20.62K$2.82M
Ambev S.A.ABEV21.28K$66.83K
Comcast CorporationCMCSA21.44K$526.42K
Otter Tail CorporationOTTR22.63K$2.04M
Walmart Inc.WMT23.35K$2.64M
The Procter & Gamble CompanyPG24.82K$3.64M
Fluor CorporationFLR25.57K$1.34M
Alphabet Inc.GOOGL28.47K$10.17M
KeyCorpKEY29.67K$683.84K
U.S. BancorpUSB30.06K$1.82M
Chipotle Mexican Grill, Inc.CMG30.74K$1.05M